Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGWFX (JPMorgan WV Municipal Bond Select) | NA | 4.53% | 4.07% | 3.52% | 4.29% | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 04/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGWFX (JPMorgan WV Municipal Bond Select) | 04/06/1999 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.53 | 4.07 | 3.52 | 4.29 | NA | NA | … | … | 2.83 | 2.69 | 3.92 | 3.74 | 1.69 | 2.41 | 4.09 | 8.96 | 4.49 | 9.42 | -2.74 |
| Sharpe Ratio | NA | 1.17 | 0.81 | 0.61 | 0.89 | NA | NA | … | … | 1.71 | 0.47 | 0.49 | 0.30 | -0.27 | 0.48 | 1.12 | 2.93 | 1.03 | 2.36 | -2.57 |
| Standard Deviation(%) | NA | 3.62 | 2.78 | 2.47 | 2.58 | NA | NA | … | … | 2.87 | 3.76 | 1.84 | 1.48 | 1.80 | 3.03 | 3.03 | 2.68 | 2.13 | 2.28 | 2.69 |
| Draw Down(%) | NA | 6.03 | 6.03 | 6.03 | 6.03 | NA | NA | … | … | 2.67 | 6.03 | 1.46 | 0.91 | 2.03 | 5.42 | 4.77 | 3.06 | 3.37 | 2.35 | 4.18 |
| Yield(%) | 0.00 | 3.63 | 3.92 | 3.93 | 4.30 | 2.86 | 2.14 | … | … | 1.61 | 3.91 | 4.13 | 4.15 | 4.09 | 3.97 | 4.01 | 4.48 | 4.82 | 5.10 | 3.58 |
Data as of 07/28/2009, Common starting date is 04/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGWFX (JPMorgan WV Municipal Bond Select) |
1.67%
Jun 2003 – Jun 2006 |
2.33%
Sep 2003 – Sep 2008 |
4.28%
May 1999 – May 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGWFX (JPMorgan WV Municipal Bond Select) |
8.43%
May 2000 – May 2003 |
6.04%
Jan 2000 – Jan 2005 |
4.33%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart